Job Description
ABOUT OUR CLIENT
Our Client is a relationship-driven Registered Investment Advisor (RIA) firm focused on helping individuals, families, and business owners build long-term financial confidence through personalized financial planning and investment management services. The firm partners closely with clients to provide guidance in retirement planning, wealth management, and financial decision-making. The culture is collaborative, client-focused, and built on professionalism, trust, and exceptional service. Team members have the opportunity to make a meaningful impact, contribute ideas, build strong relationships, and grow professionally within the financial services industry.
ABOUT THE ROLE
Our Client is seeking an Office Administrator to provide administrative, operational, and client service support to advisors and staff. This position plays a key role in maintaining office operations, supporting client-related activities, coordinating schedules, managing administrative processes, and contributing to a professional and welcoming office environment. This is an in-office position located in Houston, Texas.
RESPONSIBILITIES
Our Client is a relationship-driven Registered Investment Advisor (RIA) firm focused on helping individuals, families, and business owners build long-term financial confidence through personalized financial planning and investment management services. The firm partners closely with clients to provide guidance in retirement planning, wealth management, and financial decision-making. The culture is collaborative, client-focused, and built on professionalism, trust, and exceptional service. Team members have the opportunity to make a meaningful impact, contribute ideas, build strong relationships, and grow professionally within the financial services industry.
ABOUT THE ROLE
Our Client is seeking an Office Administrator to provide administrative, operational, and client service support to advisors and staff. This position plays a key role in maintaining office operations, supporting client-related activities, coordinating schedules, managing administrative processes, and contributing to a professional and welcoming office environment. This is an in-office position located in Houston, Texas.
RESPONSIBILITIES
- Provide ongoing administrative and service support to advisors and staff, including mail processing, scanning, faxing, and filing
- Greet visitors and maintain a professional front-office experience
- Answer incoming calls and route inquiries appropriately
- Schedule appointments and manage the office calendar
- Coordinate and prepare materials for client meetings
- Send routine client correspondence as directed
- Maintain and update client information within the CRM and relationship management system
- Process incoming check deposits and money movement requests as delegated by senior team members
- Support onboarding activities for new partners as directed
- Track and coordinate insurance licensing requirements across multiple states
- Prepare internal reports for advisors and leadership
- Provide departmental and project support as needed
- Manage office supplies and coordinate facility maintenance needs
- Maintain a professional, organized, and client-focused office environment
- Experience in an office administration, administrative assistant, client service, or similar support role required
- Professional demeanor and strong customer service orientation
- Excellent organizational skills and attention to detail
- Strong follow-up and task management abilities
- Ability to prioritize multiple responsibilities while maintaining accuracy
- Effective verbal and written communication skills
- Resourceful, proactive, and self-motivated work style
- Strong sense of ownership and accountability
- Positive attitude and collaborative approach
- Experience using CRM systems preferred
- Proficiency with Microsoft Office Suite
- Comfort learning and using technology platforms and business applications
- Exposure to financial services concepts including investments, retirement accounts, annuities, and insurance
- Experience supporting financial advisors, wealth management professionals, or financial services organizations
- Knowledge of client relationship management systems used within financial services environments
Numbers & Facts
| Location | Houston, TX |
| Industry | Staffing/Employment Agencies |
| Company Size | 50 to 99 employees |
| Year Founded | 2000 |
| Website | http://www.searchsvc.com/ |
About Company
With well over 100 combined years of recruiting experience, Search Services remains Houston's premier search firm focusing on Accounting & Finance, IT, and office administrative positions. Whether you're actively engaged in a job search or are passively looking for the next step in your career progression, let us be your eyes and ears in the Houston marketplace. Our services cost you nothing and we like to approach your job search in a consultative and highly discreet manner.
Skills
- Administrative Skillsunmatched
- Annuitiesunmatched
- Business Solutionsunmatched
- Calendar Managementunmatched
- Communication Skillsunmatched
- Customer Relationsunmatched
- Customer Relationship Management (CRM)unmatched
- Customer Relationship Management (CRM) Systemsunmatched
- Customer Support/Serviceunmatched
- Detail Orientedunmatched
- Develop and Maintain Customersunmatched
- Establish Prioritiesunmatched
- Facilities Managementunmatched
- Facilities and Maintenanceunmatched
- Fax Machinesunmatched
- Financial Planningunmatched
- Financial Servicesunmatched
- Insuranceunmatched
- Investment Managementunmatched
- Investment Servicesunmatched
- Leadershipunmatched
- Licensingunmatched
- Mail Processingunmatched
- Microsoft Officeunmatched
- Office Managementunmatched
- Onboardingunmatched
- Operational Supportunmatched
- Organizational Skillsunmatched
- People Managementunmatched
- Presentation/Verbal Skillsunmatched
- Process Managementunmatched
- Registered Investment Advisor (RIA)unmatched
- Relationship Managementunmatched
- Reporting Skillsunmatched
- Retirement Planningunmatched
- Sales Managementunmatched
- Team Playerunmatched
- Telephone Skillsunmatched
- Wealth Managementunmatched
- Writing Skillsunmatched
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